2022 Fall Summit On-Demand
- 11 hours of CE for life license (ON,SK, MB)
- 11 hours of FP Canada accredited CE for CFP professionals
- Alberta: 8 hours Life; 8 hours A&S; 2 hours General
- 9 hours for BC Life/A&S
- 11 hours of Professional Development for MFDA registrants
- 2 hours of RIBO accredited CE
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Small Business is BIG Business
Member: $159 / Non Member: $259
Let’s Simplify it! Breaking Down Concepts of Living Benefits
Member: $159 / Non Member: $259
It's been said that 'Genius is the ability to reduce the complicated to the simple.'
In this presentation, we will not only share a better understanding, but help to clear up misunderstandings about what we think we know about Living Benefits, their place, their purpose and how we can simplify the plan.
Navigating the Changes to Healthcare in Canada
Member: $159 / Non Member: $259
Its known fact that wait times in Canada for elective and Major surgeries is unacceptable and is vastly growing especially if your condition is not considered an immediate necessity. During the pandemic alone, the Canadian healthcare system has suspended approximately 300,000 surgeries. The impact of the decision to suspend and postpone health care services are going to have a lasting impact on your families and your clients.
Together lets talk about the continuing changes to healthcare in Canada and the different things that can be done to navigate these changes and choose a plan that suits the needs of your clients.
Planning Your Retirement with Critical Illness Insurance
Member: $159 / Non Member: $259
Planning Your Retirement with Critical Illness Insurance, takes a look at how both advisors and clients consider market risk, liquidity, inflation, and mortality when planning for retirement; but often neglect to take morbidity into account and the potential impact that a critical illness could have on their long-term strategy.
Join Andrew Oswald of Beneva, as he discusses some of the psychological reasons behind why clients focus more heavily on potential gains in their investment accounts, despite the fact that they will be more heavily impacted by an investment loss, and how this relates to the avoidance of an in-depth discussion surrounding critical illness insurance.
Find out why our retiree and pre-retiree clients need to consider their own health as a serious risk to their long term retirement plan, what steps they can take to mitigate the financial impact of a critical illness, and how you, as their trusted advisor, can successfully broach the subject.
Financial Advisory M&A: Financing as a Strategic Option
Member: $159 / Non Member: $259
Gain insights on the availability of capital in a cash flow specific industry; including the types of structures, terms and conditions and the pros and cons associated with each. In this session, advisors will develop an understanding of the credit process in order to be better prepared for conversation with lenders, better prepared for the application process, and armed with the knowledge of what implications various purchase and sale structures can have. Through case studies, Tom and Pierre will demonstrate various options to structure a transaction, as well as share common mistakes or learnings they see during the entire transaction process (initial conversation to closing date).
Ultimately, advisors will understand what their business is worth, what another advisor’s business is worth, and how to strategically think about available financing options in order to execute on their growth strategies.
Retirement Planning with Life Insurance
Member: $159 / Non Member: $259
This presentation provides strategies advisors can use to help their clients diversify their retirement savings plan with life insurance. Current trends and challenges in planning for retirement are reviewed. Life insurance is positioned as a complement to other saving vehicles such as Registered Pension plans, Registered Retirement Savings Plans, Private Pension Plans, and Tax-Free Savings Accounts. The tax advantages of this diversified approach are detailed. The presentation will also show how critical illness insurance can help protect retirement savings from the financial impacts of a serious illness. A case study will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Financial and Member Benefits.
A Secure Way to Grow Your Savings
Member: $159 / Non Member: $259
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
Understanding Care and Support Options in Canadian Retirement Homes
Member: $159 / Non Member: $259
As advisors, you are in a unique position to help guide your senior clients and/or their adult children navigate their care and support options in their later years. What are some of the things your clients need to consider when planning for the future and how do you help answer their questions? The purpose of this session is to explore the necessities of proactive planning by reviewing the various lifestyle options available in retirement living settings. You will learn about the continuum of care and how your clients can best prepare financially to accommodate their changing and evolving needs over time.
The Importance of Travel Insurance: Keeping your clients protected
Member: $159 / Non Member: $259
Many Canadians believe that their provincial health care program will cover the expenses of a medical emergency while they are travelling, whether in or outside of Canada. Unfortunately, this isn’t the case and, without travel insurance, lifelong savings can disappear within hours! Imagine: a visit to an American emergency room could cost up to $20 000 per day!
Since 1996, the Tour+Med product line is recognized by travellers for its reliable coverage and outstanding service. Our mission is to become a travel and health insurance leader for travelling Canadians, and to provide them with superior quality products at reasonable prices.
CRM Best Practices: 5 Ways to Build your Book of Business
Member: $159 / Non Member: $259
Strengthen your business with the power of CRM and take "relationships management" to the next level.
- Communication and Compliance
- Calendaring and Follow-ups
- Prospect and Client Profiles
- Next Level Client Service
- Building your Book of Business
Bonus = Maximizing value when selling your book
Protecting depositors under CDIC rules
Member: $159 / Non Member: $259
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits.
CDIC will also discuss topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets. families.